RK
Ronald L. Knipping
REHMANN WEALTH
GRAND RAPIDS, MI 49546
Some features on this profile are disabled
CRD#: 2490894
RK
Professional summary
Ronald Lewis Knipping, CFP®, who also goes by Ronald L Knipping, is a registered financial advisor currently at REHMANN WEALTH located in Grand Rapids, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Grand Rapids, Michigan.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Ronald has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Business Succession Planning
Are you a "fiduciary"?
Yes
Aliases
Ronald L Knipping
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. PARTNER IN REHMANN, A CPA, CONSULTING AND FINANCIAL ADVISOR FIRM; POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2008 ADDRESS: 5800 Gratiot Road, Saginaw MI 48638, United States; DESCRIPTION: Partner in Rehmann-a CPA, Consulting and Financial Advisor firm. Ownership in the firm also provides opportunities for real estate investments. 2. REHMANN INSURANCE GROUP - 2330 EAST PARIS AVE, SE, GRAND RAPIDS, MI 49546 - 9/4/2001 - PROVIDE LIFE INSURANCE & VARIABLE ANNUITY PRODUCTS TO MY CLIENTS BASED ON NEED AND SUITABILITY 3. REHMANN CAPITAL ADVISORY GROUP; INVESTMENT RELATED; 2330 EAST PARIS AVE SE, GRAND RAPIDS, MI 49546; FINANCIAL ADVISOR; 09/04/2001; 120 HRS; SEC HRS 6; DUTIES- PROVIDE INVESTMENT ADVICE TO CLIENTS REGARDING INVESTMENT ADVISORY BUSINESS. 4. REHMANN FINANCIAL NETWORK LLC POSITION: registered rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911; DESCRIPTION: registered rep 5. FOR THE VETS; POSITION: TREASURER; NATURE: NONPROFIT SUPPORT OF U.S. VETERANS; INVESTMENT RELATED: NO; NUMBER OF HOURS: 5 PER MONTH; SECURITIES HOURS: 0; START DATE: 10/15/2020; ADDRESS: 5575 KRAFT SE GRAND RAPIDS, MI; DESCRIPTION: BOARD POSITION FOR VETERANS' ORGANIZATION
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Lewis Knipping's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
May 10, 2010 - Present
REHMANN WEALTH
Office #1: 2330 East Paris Ave Se, Grand Rapids, MI 49546RIA
CRD#: 123047
GRAND RAPIDS, MI
Current
January 20, 2017 - Present
REHMANN FINANCIAL NETWORK, LLC
Office #1: 2330 E. Paris Ave. Se, Grand Rapids, MI 49546BD
CRD#: 165027
Grand Rapids, MI
Past
February 26, 2010 - December 31, 2017
OSAIC WEALTH, INC.
BD
CRD#: 23131
GRAND RAPIDS, MI
Past
October 1, 2007 - February 26, 2010
TRIAD ADVISORS LLC
BD
CRD#: 25803
GRAND RAPIDS, MI
Past
January 2, 2003 - October 2, 2007
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
GRAND RAPIDS, MI
Past
September 12, 2001 - January 3, 2003
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
January 4, 1999 - September 11, 2001
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
August 3, 1998 - January 4, 1999
ROBERT THOMAS SECURITIES, INC
BD
CRD#: 10147
ST. PETERSBURG, FL
Past
November 13, 1997 - July 31, 1998
GUARANTY BROKERAGE SERVICES, INC.
BD
CRD#: 23302
ST. CLOUD, MN
Past
July 13, 1994 - November 17, 1997
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
REHMANN WEALTH
REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL
CRD#: 123047 / SEC#: 801-64587
RIA
Registered Investment Advisory firm - (8/16/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(2/13/2018)
IAR
Michigan(6/4/2010)
RR
Michigan(1/1/2017)
RR
Washington(10/11/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
RW
REHMANN WEALTH
REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL
CRD#: 123047 / SEC#: 801-64587
RIA
Registered Investment Advisory firm - (8/16/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4086 Legacy Parkway, Lansing, MI 48911-4261
Mailing Address
Phone number
(517) 316-2400
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,238 |
| AUM (Assets Under Management) | $ 4,270,170,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
REHMANN WEALTH
CRD#: 123047Grand Rapids, MI 49546TRUST BUT VERIFY
Monitor Ronald Knipping
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
